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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,153 | $77,472-24.9% | $100,415-42.1% | $80,959-28.2% |
| Participation rate | 53.6% | 76.9%-23.4pp | 81.5%-27.9pp | 67.7%-14.1pp |
| Annual return | -3.88% | 37.26%-41.1pp | 49.47%-53.4pp | 35.67%-39.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,557 | $6,818-77.2% | $8,091-80.8% | $4,300-63.8% |
| Admin fee / account holder | $7,762 | $5,885+31.9% | $7,906-1.8% | $6,925+12.1% |